Payments and Transactions
Where to Find Transactions
Go to Finance → Transactions. This is a log of every payment attempt — successful or failed — across all payment methods.
Transaction Statuses
| Status | Meaning |
|---|---|
| Succeeded | Payment was collected successfully |
| Failed | Payment attempt was unsuccessful |
| Refunded | Payment was returned to the member |
Payment Methods
Stripe (card) — charged automatically when a member has a saved card. Appears in Finance → Transactions and in your Stripe dashboard.
ePay — similar to Stripe; processed online. Appears in Finance → Transactions.
Cash — recorded manually by you after receiving cash in person.
Bank Transfer — recorded manually by you after the funds clear in your bank account.
Recording a Manual Payment (Cash or Bank Transfer)
- Open the invoice from Finance → Invoices
- Click Record Payment
- Select the payment method (Cash or Bank Transfer)
- Enter the amount and date received
- Save
The invoice status updates to Paid (or Partially Paid if only a portion was collected).
Issuing a Refund
For Stripe payments:
- Open the transaction from Finance → Transactions
- Click Refund
- Enter the amount (full or partial)
- Confirm
The refund is sent to the member's card automatically. It typically arrives within 5–10 business days.
For cash or bank transfer payments: arrange the return outside Co-Desk and issue a Credit Note from the invoice to keep your records accurate.
Viewing Payments for a Specific Member
Open the member's profile → Invoices tab. You'll see all invoices and their payment status. Click on any invoice to see the linked transactions.
Common Questions
Can I see failed payments? Yes — Finance → Transactions shows all attempts including failures, with the error reason noted.
What if a member pays partially? Record the partial amount. The invoice shows as Partially Paid with the balance still due. Record further payments as they come in.
Can I export my transaction history? Yes — use the Export button on the Transactions list to download a spreadsheet for your accounting records.